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Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
Barclays
United Kingdom
$311M
2
Allianz Asset Management
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
BlackRock
BlackRock
New York
$2.31B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
451
Icon Wealth Partners
Texas
$1.3M -$14.6K -208 -1%
TC
452
TownSquare Capital
Utah
$1.29M +$129K +1,838 +11%
AAM
453
Auxier Asset Management
Oregon
$1.29M +$7K +100 +0.5%
WG
454
Winton Group
United Kingdom
$1.29M -$312K -4,459 -20%
TF
455
TIAA FSB
Florida
$1.29M -$104K -1,479 -7%
TU
456
TDAM USA
Ontario, Canada
$1.29M -$32.8K -469 -2%
NSEDCP
457
NJ State Employees Deferred Compensation Plan
New Jersey
$1.28M – – –
MC
458
Moors & Cabot
Massachusetts
$1.28M +$667K +9,389 +109%
FA
459
FMA Advisory
Pennsylvania
$1.27M -$32.4K -462 -2%
CFMC
460
Curbstone Financial Management Corp
New Hampshire
$1.27M +$15K +214 +1%
MWA
461
Moser Wealth Advisors
Washington
$1.26M +$53K +757 +4%
SIM
462
Sonora Investment Management
Arizona
$1.25M +$99.8K +1,425 +9%
American Century Companies
463
American Century Companies
Missouri
$1.25M +$252K +3,604 +25%
NAMA
464
Nikko Asset Management Americas
New York
$1.23M -$95K -1,360 -7%
CA
465
Cetera Advisors
Colorado
$1.22M +$134K +1,913 +12%
DY
466
Dowling & Yahnke
California
$1.22M -$11.8K -169 -1%
XF
467
XML Financial
Maryland
$1.22M +$1.22M +17,442 New
TC
468
Telemus Capital
Michigan
$1.22M +$115K +1,647 +10%
Jane Street
469
Jane Street
New York
$1.22M -$1.39M -19,889 -53%
PP
470
Patten & Patten
Tennessee
$1.22M +$18K +257 +2%
CBTWT
471
Community Bank & Trust (Waco, Texas)
Texas
$1.21M +$26.7K +381 +2%
BPM
472
Bowling Portfolio Management
Ohio
$1.21M -$11K -157 -0.9%
FMC
473
First Merchants Corp
Indiana
$1.21M +$17.5K +250 +1%
IB
474
Intrust Bank
Kansas
$1.2M +$11.9K +170 +1%
OPPTF
475
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.2M -$18.3K -255 -2%
17 18
19
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